How to Add/Edit Approval level titles
Approval levels are essential components in workflow configuration. They define the hierarchy and responsibilities of users involved in the approval process. This guide explains how to add or update approval level information before creating workflows.
By default, the system is configured with approval levels ranging from 0 to 10; however, only levels 0 and 10 are active initially. You can activate any additional levels as needed to fit your workflow routing process.
Approval levels should be used only for document authorization or for processes that require review and/or approval. Limiting the number of approval levels in your workflow helps ensure documents are approved in a timely manner and prevents bottlenecks that can slow down the approval process.
Approval Level Setup:
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Navigate to Approval Level Setup
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From the main menu, select Maintenance > Approval Level Setup.
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Add or Edit Approval Levels
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Choose the desired approval level.
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Enter a descriptive title in the Level Title column (e.g., Doc Review, Manager, CFO, or any relevant title).
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Mark the approval level as Active if needed.
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Repeat for each approval level required by your workflows. (Note: Approval levels are available for selection but do not need to be included in every workflow.)
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Save Changes
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Click the Save icon at the top right of the screen.
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Exit
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Close the menu when finished.
Other Options and Descriptions:
Navigate to Approval Level Setup
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From the main menu, select Maintenance > Approval Level Setup.
Add or Edit Approval Levels
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Choose the desired approval level.
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Enter a descriptive title in the Level Title column (e.g., Doc Review, Manager, CFO, or any relevant title).
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Mark the approval level as Active if needed.
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Repeat for each approval level required by your workflows. (Note: Approval levels are available for selection but do not need to be included in every workflow.)
Save Changes
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Click the Save icon at the top right of the screen.
Exit
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Close the menu when finished.
- New Vendor – If Microix is setup to allow requesters to add a new vendor, check the approval level required for approving the vendor.
Consolidate – consolidate multiple requisitions into a single purchase order, specify the approval level at which this action is permitted.
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Split Document – split single invoice or requisition into multiple documents based on transaction line by vendors, set the approval level to perform this task.
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Warehouse/Partial Pay – Define the approval level who can create partial payments against a purchase order.
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Receiving Notification – Specify the approval level who will be notified when a document is 100% received.
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Disable Email – Enable this option if an approver does not want to receive email notifications for documents that require approval or review. (Note: do not set for levels identified as HTML approver)
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Disable Edit – If selected, approvers can review and approve documents but cannot make changes.
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Must View Attachment – Requires the approver to open any attachments before approval. (Note: This is not enforced with the HTML approver.)
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Active – Enable or disable the approval level. Disabling does not prevent documents from routing to this level unless the workflow routing is also updated to remove this level from the routing logic.